X @外汇交易员
外汇交易员·2025-07-29 04:39
Market Share & Production Shift - India became the largest smartphone supplier to the US in Q2, accounting for 44% of the market share [1] - Vietnam ranked second with 30% market share [1] - China ranked third in smartphone supply to the US [1] Factors Driving the Shift - Apple significantly increased its production capacity in India [1] - Smartphone manufacturers stockpiled due to tariff concerns [1] Production Efficiency - Indian factories have approximately 10% lower yield rates compared to mainland China and Vietnam due to factors like worker efficiency, technology maturity, and supply chain completeness [1] - The overall situation in India is still within Apple's control [1]